Lumiant partners with DMW to improve client experience
Advice and client engagement platform Lumiant has partnered with DMW Strategic Consulting to support advisers to improve its client experience.
January 25, 2023
CountPlus subsidiary acquires accounting firm
CountPlus subsidiary Moggs Accounting + Advisory has acquired Timothy Trevor Gubbins, an accounting firm based in Shepparton for $1.27 million.
January 24, 2023
PI dispute hits Sequoia half-year earnings guidance
A dispute with its PI insurance provider and difficulties integrating direct investments has led to a “disappointment and an aberration” of a business update according to Sequioa lead Garry Crole.
January 24, 2023
Govt launches consult on NALI expense rules
The government has opened a consultation on amending the expense rules for non-arm’s length income (NALI) provisions which apply to both ARPA-regulated superannuation funds and SMSFs.
January 24, 2023
APRA imposes licence conditions on Diversa
The prudential regulator has imposed additional licence conditions on Diversa Trustees over concerns it is failing to meet regulatory and compliance obligations.
January 24, 2023
AreaWealth appoints former Goldman Sachs MD as chair
Wealth management platform AreaWealth has appointed former Goldman Sachs managing director Andrew Rennie as chairman of its board.
January 24, 2023
HUB24 launches ESG ratings function
Adviser platform HUB24 has launched an additional ESG ratings functionality on its platform.
January 23, 2023
HSBC partners with AIST
HSBC Australia has partnered with the Australian Institute of Superannuation Trustees (AIST) to help collaborate and inform members of key industry trends and insights that can assist with international mandates.
January 23, 2023
Finding a pragmatic balance for remote work
The COVID-19 pandemic was a major disruptor that forced all office-based business to have a continuity plan, but with the worst of the pandemic long behind us, practices need to have a clear remote working policy in place that balances the needs of staff.
January 20, 2023
Super industry flows: AustralianSuper, HUB24 lead the way
The net inflow profile of the industry throws up a few surprises. AustralianSuper dominates industry cash flows while HUB24 has the highest growth rate. Many funds have work to do.
January 20, 2023
